Our Culture
We created Bison with a vision that families benefit from 3 simple concepts. Plan, Protect, and Prosper. Bison was founded by The Terry and Kim Pegula Family Office known as East Asset Management in conjunction with operating partner Teton Capital Partners founded by Brad Ball and his team of executives.
As Terry Pegula rose from petroleum engineer to Billionaire Oil and Gas Entrepreneur, Philanthropist, and Professional Sports Team Owner the family was amazed to see all the products, services, and capabilities that became available to them. Bison seeks to make these family office tools available to Bison clients.
View Our Leadership
Matthew serves as Managing Director & Partner for Bison Wealth. In his role, he proactively advises his clients on investment strategies, estate planning, and retirement planning to help build custom wealth plans to achieve their long-term goals. With Matthew’s deep background in investment management, he utilizes a diverse, comprehensive mix of products and solutions to help meet each client’s unique situation.
Before joining Bison Wealth, Matthew served as SVP & Senior Portfolio Strategist for Key Private Bank and its predecessors for the last 22 years. Prior to joining Key, Matthew served as a Portfolio Manager for First Niagara Bank, Private Client Services, where he was responsible for providing investment and financial planning solutions to individuals, families, institutions, and non-profits.
Matthew earned a Bachelor of Science degree in Finance from Pennsylvania State University with a minor in Economics. He also holds the Certified Financial Planner (CFP®) designation. He lives in Pottstown, PA with his wife and two daughters. Matthew is active in the local youth soccer association where he has been coaching his daughter’s team for the last five seasons. When not coaching, Matthew enjoys playing pickleball and tennis.